| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Nicholas Gacom Control | Managing Member | 50-75% | 2018 |
| Stephen Vincent Gagliardi Control | Member | 25-50% | 2018 |
| Stephen Vincent Gagliardi Control | Chief Compliance Officer | 25-50% | 2026 |
Greenline Wealth Management LLC reports $117 million in regulatory assets under management on its Form ADV.
Greenline Wealth Management LLC reports 6 employees.
Greenline Wealth Management LLC is based in Boca Raton, FL and has been SEC-registered since 2026.
Greenline Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 301 Yamato Road, Suite 3151, Boca Raton, FL 33431 |
| Phone | 561-405-6609 |
| Office hours | 8-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $116.8M |
| Non-discretionary | $128K |
| Total (RAUM) | $117M |